Ensuring peace of mind for
At Pax, we don’t just sell products
We offer a financial planning service that is built around you. We take the time to get to know you and to understand your concerns and goals.
Life goals can be anything from saving for a new home, planning a comfortable retirement or insuring your biggest asset, your income.
We’ll create a clear financial plan that is designed to make sure that you achieve your goals.
We have developed a 5-step process that will ensure we maximise the benefits of your financial plan and that you understand what needs to be in place to provide that peace of mind.
An initial meeting gives us a chance to get to know each other and allows us to learn about you, your concerns and your goals.
You help us understand what you want to achieve financially, how much your current lifestyle costs, what financial commitments you have and what future aspirations you have.
Once we fully understand your financial situation, we review your requirements and aspirations and start to create your personal financial plan.
We then discuss your case with our research team to ensure that we maximise the benefits of your plan.
We present you with a personal financial plan and make sure that you understand each component. Together we can make any desired changes to your financial plan.
Once you are happy with your personal plan, the necessary paperwork can be signed.
We take care of everything and will give you progress updates so you know exactly what stage we are at.
We will get in touch with you on a yearly basis to ensure that we keep up to date with any changes in your lifestyle or financial circumstances. We will then amend your plan accordingly.
We offer a financial planning service that is built around you.
Our team of highly qualified consultants will provide you with honest and unbiased financial advice that you can trust.
Meet our Team
Paul Merriman, QFA, Grad Dip, CFP®,
With over 15 years’ experience in the financial sector, including previous positions in RSA and Irish Life, Paul Merriman heads up the team at Pax Financial Planning. Paul is considered one of Ireland’s leading financial advisors and is an internationally recognised CFP® (Certified Financial Planner), as certified by the Financial Planning Standards Board (FPSB).
Having been a director of another successful Dublin brokerage, Paul acquired Pax Financial Planning in 2011. He is proud of growing the company from a two-man operation in 2011 to a staff of 19 across three regional offices to date.
Paul’s specialities include overall wealth management and holistic financial mapping, strategic investment planning and asset management and restructure.
With regular slots on TV3, Q102 and Today FM, Paul’s knowledge and experience is reaching a growing audience all the time.
Ian Britton, QFA, RPA,
Ian started in the finance sector as a Consultant with Cornmarket in 2009. When he left Cornmarket in 2012, Ian was a Senior Financial Consultant and went on to hold senior managerial positions in some of Ireland’s leading financial planning firms.
Whilst in these roles, Ian dealt with a variety of SME companies and offered holistic financial planning services to their staff, shareholders and boards of directors. He also dealt with many group schemes, such as pension, life, and income protection schemes, for SME companies.
Ian joined Pax Financial Planning in October 2016 where he assumed the role of Managing Director. He brings with him a vast array of knowledge and experience from his work with both the public sector and with business owners. Ian’s addition to the team is a significant step in the growth and development of the business.
Conor Byrne, QFA, APA,
Conor has worked in the financial services sector since 2006, starting off in Irish Life, and then moving to the intermediary sector in 2011. He has been involved with Pax Financial Planning from the day that Paul acquired the business in 2011.
Conor was appointed Executive Director of Pax Financial Planning in 2016 to oversee the growth of the firm nationally. He has a direct involvement in all aspects of the business; supervising the financial planning strategy being implemented to our clients and managing our regional offices.
Conor was awarded a Certificate in Compliance from the Association of Compliance Offices in 2016. He liaises directly with the Central Bank of Ireland, the various firms that Pax Financial Planning holds agencies with, and our clients, to ensure that key relationships are maintained and that client goals are achieved.